SHP Wealth Management’s Vertiv VRT Stock Holding History

SHP Wealth Management’s Portfolio VRT Stock Details VRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$193K	Buy	768 +72	+10%	+$16K	0.01%	276
2025 Q4	$113K	Buy	+696	New	+$121K	0.01%	329

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SHP Wealth Management's VRT Position: Q1 2026 in Review

SHP Wealth Management increased its Vertiv (VRT) stake by 10% in Q1 2026, buying an estimated $16K and bringing the position to 768 shares worth $193K. The position accounts for 0.01% of the portfolio, ranked #276.

SHP Wealth Management first reported a position in VRT in Q4 2025 and has held it in 2 quarters since. 1,831 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

SHP Wealth Management held 768 shares of Vertiv worth $193K as of Q1 2026.
SHP Wealth Management bought 72 Vertiv shares in Q1 2026, an estimated $16K.
Vertiv made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #276 holding.
SHP Wealth Management first reported a position in Vertiv in Q4 2025 and has held it in 2 quarters since.
1,831 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.